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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.680 | 3.680 | 0.000 |
Shares | 96.000 | 96.000 | 0.000 |
Other | 0.330 | 0.330 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.400 | 23.606 |
Price to Book | 3.515 | 4.558 |
Price to Sales | 2.825 | 3.518 |
Price to Cash Flow | 13.447 | 15.605 |
Dividend Yield | 1.758 | 1.301 |
5 Years Earnings Growth | 9.390 | 10.722 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.730 | 27.791 |
Financial Services | 14.330 | 15.091 |
Healthcare | 13.740 | 14.050 |
Industrials | 13.420 | 12.427 |
Consumer Cyclical | 13.240 | 12.459 |
Communication Services | 11.930 | 9.049 |
Consumer Defensive | 5.030 | 6.144 |
Basic Materials | 3.880 | 3.792 |
Energy | 1.760 | 2.514 |
Utilities | 0.750 | 2.391 |
Real Estate | 0.180 | 1.676 |
Number of long holdings: 263
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Meta Platforms | US30303M1027 | 3.88 | 733.63 | +1.04% | |
Microsoft | US5949181045 | 3.49 | 495.94 | -0.30% | |
Taiwan Semicon | TW0002330008 | 2.89 | 1,080.00 | +0.47% | |
Broadcom | US11135F1012 | 2.71 | 269.35 | -0.30% | |
Tesla | US88160R1014 | 2.52 | 323.63 | -0.66% | |
Netflix | US64110L1061 | 1.97 | 1,323.12 | +1.26% | |
NVIDIA | US67066G1040 | 1.64 | 157.75 | +1.76% | |
Vertex | US92532F1003 | 1.31 | 441.30 | -0.47% | |
Eli Lilly | US5324571083 | 1.29 | 775.45 | -2.47% | |
AstraZeneca | GB0009895292 | 1.28 | 10,224.0 | +0.79% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 17.63B | 7.16 | 12.88 | 10.80 | ||
Capital Group New Perspective Funzc | 17.63B | 7.06 | 12.59 | 10.58 | ||
Capital Group New Perspective Fubc | 17.63B | 6.76 | 11.75 | 9.72 | ||
Capital Group Global Allocation Fcc | 1.67B | -4.14 | 4.94 | 6.14 | ||
Capital Group Global Allocation zdc | 1.43B | -4.45 | 4.09 | 5.33 |
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